The bigger question for me is capital allocation. If the 50% FCF buyback rumor materializes, it could act as a strong downside buffer and sentiment catalyst. But at this stage, the market is shifting focus from growth to sustainability, especially with $Alphabet(GOOGL)$ and $Amazon.com(AMZN)$ pushing custom chips to reduce reliance on NVIDIA.
My strategy is to stay selective. I’m not chasing here—I’d rather accumulate on dips while also looking at the broader AI chain. NVIDIA is still the core, but 2026 feels more like a “distribution of gains” phase across the ecosystem rather than a one-stock dominance trade.
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- LEESIMON·03-19 00:19🩷好的1Report